Managing Actions

Documentation Index

Fetch the complete documentation index at: https://docs.programmeinsights.co.uk/llms.txt

Use this file to discover all available pages before exploring further.

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Before you start

• At least one assessment must have findings that have been reviewed.
• You need Reviewer or Admin role to create and manage actions.
• Actions are created from the finding detail page, not from the actions page itself.

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Steps

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Creating an action

1. Navigate to a finding that represents a genuine gap (see Finding Detail).
2. From the finding detail page, click Create Action. This links the new action back to its source finding so you always know why the action exists.
3. Fill in the action details:
   • Title — a clear, actionable description (e.g., “Update flood risk assessment to include 2080 climate scenarios”).
   • Owner — the person responsible for completing the action.
   • Deadline — target completion date.
   • Priority — Low, Medium, High, or Critical.
4. Click Save. The action is created with status Not Started.

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Managing actions

5. Open Actions from the sidebar to see all actions across the workspace. [screenshot: 11-actions.png]
6. Toggle between List view and Board view using the control at the top right:
   • List view — sortable table with all action details visible.
   • Board view — kanban-style columns grouped by status.
7. Use filters to narrow the list:
   • Owner — see only actions assigned to a specific person.
   • Status — filter by Not Started, In Progress, Completed, or Blocked.
   • Due date — find overdue or upcoming actions.

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Updating action status

8. Click an action to open its detail panel.
9. Update the status as work progresses:
   • Not Started — action has been logged but work has not begun.
   • In Progress — work is underway.
   • Completed — the gap has been addressed.
   • Blocked — work cannot proceed; add a comment explaining why.
10. Add comments to the action for context, updates, or decisions. Every comment is timestamped and attributed, creating an audit trail.
11. Click the source finding link to jump back to the original finding that triggered this action.

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What happens next

• Completed actions demonstrate remediation progress and feed into the executive summary narrative.
• When you re-run an assessment after addressing actions, compare versions to see whether the finding has been resolved (see Comparing Assessment Versions).
• Outstanding actions appear in dashboard summaries (see Workspace Dashboard).

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Common questions

Q: Can I create an action without linking it to a finding? A: Actions are designed to trace back to findings for accountability. The creation flow starts from the finding detail page to enforce this link. Q: What is the difference between Blocked and In Progress? A: Use Blocked when external dependencies prevent progress — for example, waiting for a third-party document or a decision from a steering group. This signals to the team that the action needs intervention, not just time. Q: Who can see and edit actions? A: All workspace members can view actions. Reviewers and Admins can create, edit, and update status. The action owner receives notifications when comments are added.